COMP <GO>
COF vs JPM // 10Y YIELD & FRED MACRO BETA
Capital One Financial Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: COF 6
— JPM 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: COF
LAST: $204.85 (-1.86%) • MKT CAP: $128.06B
macro-sensitivity
1.08
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (COF VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | COF | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.90% | 17.37% | -16.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 64.8x | 9.7x | +55.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 20.41% | -18.14% | +38.55 | COF | /fcf-yield <GO> |
| Operating Margin | 37.10% | 42.07% | -4.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 30.40% | 32.63% | -2.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 36.30% | 13.53% | +22.77 | COF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.18% | 1.96% | -0.78 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | COF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | COF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 4.84% | +2.36 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.7 | 49.0 | +4.67 | COF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.08 | 1.00 | +0.08 | COF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.8x | 13.6x | +30.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $128.06B | $895.92B | -$767.86B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | COF REV | JPM REV | COF GROSS % | JPM GROSS % | COF FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.06B | $182.45B | 44.0% | — | $26.14B | -$147.78B |
| FY 2024 | $5.92B | $177.56B | 44.0% | — | $16.95B | -$42.01B |
| FY 2023 | $5.64B | $158.10B | 44.0% | — | $20.32B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
COF // BETA 1.08
JPM // BETA 1.00